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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
RGF
1801
Retirement Guys Formula
Ohio
-$683K -12,049 Closed
DU
1802
Delphia (USA)
Ontario, Canada
-$669K -11,810 Closed
SM
1803
Sciencast Management
New Jersey
-$630K -11,011 Closed
MWAM
1804
Manhattan West Asset Management
California
-$615K -10,842 Closed
NWMG
1805
National Wealth Management Group
Ohio
-$705K -10,754 Closed
SAM
1806
Seelaus Asset Management
New Jersey
-$609K -10,743 Closed
VA
1807
Valmark Advisers
Ohio
-$574K -10,135 Closed
TCBWMS
1808
Texas Capital Bank Wealth Management Services
Texas
-$568K -10,015 Closed
FRM
1809
Fox Run Management
Connecticut
-$509K -8,982 Closed
PAM
1810
Private Asset Management
California
-$509K -8,973 Closed
DFCM
1811
Dark Forest Capital Management
Puerto Rico
-$509K -8,972 Closed
GCM
1812
Glaxis Capital Management
Florida
-$493K -8,692 Closed
MAM
1813
Meeder Asset Management
Ohio
-$480K -8,468 Closed
FIM
1814
Freedom Investment Management
Connecticut
-$431K -7,608 Closed
BMCM
1815
Black Maple Capital Management
Wisconsin
-$425K -7,500 Closed
SCM
1816
Stevens Capital Management
Pennsylvania
-$423K -7,465 Closed
T
1817
TRUADVICE
Florida
-$420K -6,501 Closed
Fiera Capital (Canada)
1818
Fiera Capital (Canada)
Quebec, Canada
-$368K -6,500 Closed
AFC
1819
AFT Forsyth & Company
Florida
-$362K -6,390 Closed
ACP
1820
Aveo Capital Partners
Colorado
-$355K -6,257 Closed
PGWM
1821
Parisi Gray Wealth Management
New Jersey
-$326K -6,232 Closed
MFG
1822
Menard Financial Group
Texas
-$340K -5,994 Closed
TWP
1823
Tempus Wealth Planning
California
-$339K -5,980 Closed
AFA
1824
Atlas Financial Advisors
California
-$337K -5,940 Closed
DC
1825
Diametric Capital
Massachusetts
-$336K -5,933 Closed